MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $602,000 | -12.1% | 2,833 | 0.0% | 0.02% | -21.7% |
| Q2 2022 | $685,000 | -5.6% | 2,833 | +6.7% | 0.02% | +9.5% |
| Q1 2022 | $726,000 | -15.6% | 2,656 | +5.6% | 0.02% | -12.5% |
| Q4 2021 | $860,000 | +31.9% | 2,516 | 0.0% | 0.02% | +20.0% |
| Q3 2021 | $652,000 | +27.1% | 2,516 | +26.2% | 0.02% | +25.0% |
| Q2 2021 | $513,000 | – | 1,994 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |